Members: FREE

The rules around IRA rollovers have been relatively stable in recent years, but the Secure Act 2.0 makes new options available... but is it worth it for us to market around these changes? Should we use our limited dollars to put this at the forefront of our marketing efforts? We'll discuss the pros and cons of adding IRA rollovers to life-income gifts to our plans for the year. We'll also weigh whether this opportunity is worth the shift in focus.

This mini roundtable is complimentary for LACGP members and general meeting registrants. There will be no mini roundtable at the March general meeting.

Jay A. Harvill, Director of Gift Planning, Methodist Hospital, has been leading the organization's gift and estates program since 2005. He came to the non-profit world from a career in banking and has been enjoying his service in the charitable field for the past 20 years. Prior to his current role, Jay was director of gift planning at Braille Institute, where he served for seven years. Jay has been an active member of LACGP since 1996 and has served on the board, and later as president. Over the years, Jay continued to participate in his field through various committees in both the Western Regional Planned Giving Conference and National Philanthropy Day. Jay has also served on the boards of Arcadia Rotary Club, San Gabriel Valley Habitat for Humanity, and as a member of the Fiduciary Round Table and the San Gabriel Valley Estate Planning Council. He particularly enjoyed joining Habitat on a mission trip to Nepal to build homes for the underprivileged in Pokhara. When not working, Jay enjoys peak bagging in the California mountains and woodworking in his man cave with his son, but his greatest joy is his faith and family.